Based on high demand from our network of financial institutions as well as direct feedback from delegates who attended the Global WealthTech Summit, we are hosting the Digital Wealth & CX Tech Forum to address how using technology can transform the investment journey

SKIP THE BUSINESS SUIT AND CONNECT WITH A GLOBAL VIRTUAL AUDIENCE

  • Network with over 1,000 investment and banking execs, entrepreneurs and investors
  • Engage with senior-level leaders working across wealth management, private banking, financial advisory, technology, innovation and customer experience
  • Join an international gathering without breaking social distancing rules
  • Ask your questions via interactive Q&As, polls and chats during all sessions
  • Arrange video and conference meetings via our interactive event app available for 30 days after the event

LEARN ABOUT THE LATEST TECHNOLOGY IN WEALTH MANAGEMENT FROM THE COMFORT OF YOUR HOME

  • Hear debates and presentations from industry leaders and innovators leading the shift to digital
  • Understand how the investment industry is responding to rapidly changing customer demands for online services
  • Find out how to deal with regulatory challenges caused by remote communication
  • See the latest innovation in customer journey, portfolio management, robo advisory and chatbots
  • Identify new commercial opportunities for your organisation


WHAT TO EXPECT FROM DIGITAL WEALTH & CX TECH FORUM

1,000+
ATTENDEES

400
WEALTHTECH BUYERS

DIGITAL
EXPO HALL

30
DAYS OF NETWORKING

FULL EVENT INTERACTIVITY

We have partnered with Bizzabo, the world’s leading events platform, to deliver a seamless virtual experience

  • Live broadcast of all sessions and presentations
  • Tune in on your mobile, tablet or laptop
  • Interactive Q&A, surveys and polls
  • 1-2-1 messaging via dedicated networking app
  • Dedicated private virtual rooms for sponsors & exhibitors
  • Content available on demand post event

INDUSTRY-LEADING SPEAKERS

The leading industry innovators and experts taking the stage in 2021. More speakers to be announced soon.

George Marootian

Executive VP, Head of Technology, Natixis Investment Managers

Saumya Bhardwaj

EMEA Head for Finance Innovation, Morgan Stanley

Jürgen Pulm

Chief Digital Information Officer, Wealth Businesses, NatWest Group

Nina Jones

Senior VP, Global Fund Services, Northern Trust

Jason Gordo

Head of Strategic Partnerships and Client Experience, Goldman Sachs Personal Financial Management

Dr Dimitrios Salampasis

Director, Master of Financial Technologies, FinTech Discipline Leader and Lecturer, Innovation and Entrepreneurship, Swinburne University of Technology

Dean Butler

Head of Digital Strategy M&G Plc

Christine Socasau

Senior Product Manager, Digital Wealth Lead, HSBC

Colin Bennett

Head of Digital Distribution, Global, GAM Investments

Nick Rosser

Head of Information Technology, Saunderson House Ltd

Terri Duhon

Non Executive Director and Risk Chair MSI, Board of Morgan Stanley International and Rathbone Brothers plc

FINANCIAL INSTITUTIONS ATTENDING THE EVENT

>> GET IN TOUCH IF YOU WANT TO SPONSOR, EXHIBIT OR SPEAK <<

What our clients say about our events

INSIGHTS FROM FinTech GLOBAL

Scalable Capital said to reach $460m valuation after new investment

Digital wealth management company Scalable Capital has reportedly raised $58m in a funding round, which values the WealthTech at $460m. The Series D round was supported by a mixture of new and existing investors, according to a report from TechCrunch. Investors included BlackRock, HV Holtzbrinck Ventures and Tengelmann Ventures. Scalable...
Read More

Swedish challenger bank Northmill Bank broadens its savings offering

Neobanks in the Nordics are on the rise and Swedish contender Northmill has not been resting on its laurels to meet the demand, having just introduced fixed-rate savings accounts. The digital-first bank has bolstered its offering within savings by introducing its first fixed-rate savings account. The account has a 1.15%...
Read More
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